Insightly

Who Uses Insightly?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

What Is Insightly?

With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to manage customer data, leads, and projects at every stage of customer relationships, monitor sales pipeline, and measure performance against your sales and business goals.

Insightly Details

Insightly

http://www.insightly.com

Founded 2010

Key Metrics Dashboards
Manage relationships
Mobile flexibility
Insightly video
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Insightly pricing overview

Insightly has a free version and offers a free trial. Insightly paid version starts at $29.00/month.


Starting Price

$29.00/month

Pricing Details

Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)

Free Version

Yes

Free Trial

Yes

Insightly deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • Live Online
  • Webinars
  • Documentation
  • Videos

Insightly Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Nurturing Software
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Contact Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Campaign Analytics
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

View full list of Lead Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Call Management
  • Campaign Management Software
  • Channel Management Software
  • Commission Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Field Sales Management
  • Forecasting
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Sales Force Automation Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Budgeting/Forecasting
  • Business Process Control
  • CRM Software
  • Collaboration Tools
  • Competitive Analysis
  • Contact Database
  • Contact Management Software
  • Correlation Analysis
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Import/Export
  • Data Visualization Software
  • Drag & Drop
  • Dynamic Modeling
  • Email Management Software
  • Exception Reporting
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics Software
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Statistical Analysis Software
  • Task Management Software
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management Software

View full list of Sales Forecasting Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audience Targeting
  • Brand Tracking
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Content Management System (CMS) Software
  • Customer Database
  • Customer Engagement Software
  • Customer Social Profiles
  • Customer Support Software
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization Software
  • Drag & Drop
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Engagement Analytics
  • Lead Capture Software
  • Lead Nurturing Software
  • Live Chat Software
  • Marketing Automation Software
  • Mobile Access
  • Monitoring
  • Multi-Channel Social Integration
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Sentiment Analysis
  • Social Media Integration
  • Social Media Monitoring Software
  • Social Promotion
  • Tagging
  • Task Management Software
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management Software

View full list of Social CRM Tools Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
  • Collaboration Tools
  • Commenting / Notes
  • Create Subtasks
  • Deadline Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email-to-Task Conversion
  • File Management
  • Gamification Software
  • Gantt/Timeline View
  • Import Tasks
  • Mobile Access
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Planning Software
  • Project Templates
  • Project Time Tracking
  • Project Tracking Software
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Spreadsheet View
  • Status Tracking
  • Task Board View
  • Task Editing/Updating
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third Party Integrations
  • Time Tracking Software
  • To-Do List
  • Workflow Management Software

View full list of Task Management Software

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Insightly Reviews

Read all reviews

Overall rating

3.9/5

Average score

Ease of Use 3.9
Customer Service Software 3.7
Features 3.8
Value for Money 3.9

Review software

Share your experiences with other software buyers.

Write a Review!
Susan A.
Sr. Manager-Business Operations
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/07/2019

"A reliable and completely user-friendly tool with immense productivity."

Comments: Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros: Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons: Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Vendor Response

by Insightly on 16/08/2019

Hi Susan,

Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

  • Reviewer Source 
  • Reviewed on 24/07/2019
Joshua K.
Owner
Utilities, 2-10 Employees
Used the Software for: Free Trial
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 25/12/2019

"Brings all record-keeping together"

Comments: We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Pros: The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons: The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Vendor Response

by Insightly on 30/12/2019

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

  • Reviewer Source 
  • Reviewed on 25/12/2019
Sherae D.
communications officer
Consumer Services, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 25/03/2021

"Very reliable, makes record keeping easy"

Comments: Overall not a bad software. Provides opportunities to improve customer service.

Pros: Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives.

Cons: Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

  • Reviewer Source 
  • Reviewed on 25/03/2021
Iain M.
COO and Technical Director
Management Consulting, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    2 /5
  • Customer Support Software
    2 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 05/10/2016

"Long time user verging toward long-suffering user"

Comments: This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Pros: Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Cons: Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation.

Vendor Response

by Insightly on 09/10/2016

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 05/10/2016
Nezar K.
Sales Manager
Staffing & Recruiting, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    3 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 25/07/2019

"Effective and Affordable"

Comments: Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Pros: The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Cons: Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Vendor Response

by Insightly on 16/08/2019

Hi Nezar,
Thank you for the feedback!!!

  • Reviewer Source 
  • Reviewed on 25/07/2019